Vince Klos, CFA, is director of enterprise financial modeling for PNC Institutional Asset Management®. He is responsible for providing holistic investment analytics for clients’ balance sheet assets. He also oversees the delivery of custom analytics to clients such as healthcare entities, colleges and universities, nonprofits, and insurance companies. Klos graduated with a bachelor of arts degree in English from the University of Illinois at Urbana-Champaign and with a master of business administration degree in finance and economics from The University of Chicago, Booth School of Business. He holds the Chartered Financial Analyst® (CFA) designation.
What is an enterprise approach to investment management, and why should it be a staple on any institutional investor's task list?